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Everyone in Vein belongs to one company and holds one role inside it. That role decides which controls you see. The important thing to know up front is that Vein hides controls you cannot use rather than showing them greyed out. If a colleague describes a button you cannot find, you are almost certainly on a lower role rather than looking in the wrong place. Companies and investment firms use different ladders, because they do different work. Both run from least to most permissive, and each role includes everything below it.

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If you are a company

The line that catches people out is sending. A member can assemble an entire report and never find the control that delivers it, because sending is the step that puts numbers in front of an outsider. If you are building reports but cannot send them, ask an admin either to send yours or to raise your role.

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If you are an investor

Every outbound action toward a portfolio company — a one-off request, a standing schedule, a saved template, adding a company in the first place — is an admin decision, because each one puts an ask in front of an outsider on the firm’s behalf. A member currently has the same access as a viewer; the role exists for firms that want to bring someone on before deciding how much they should be able to commit the firm to.
The API Keys panel in Settings is an investor-side feature and requires admin or above. It does not appear on a company’s Settings page at all, so if you are at a company and following the API keys page, you will not find a key to issue.

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Changing someone’s role

Team management is not yet self-serve. The Team section in Settings lists your company, but inviting someone, changing a role, and removing a member are still handled by us rather than in the product. Email team@vein.finance with the company name, the person’s email address, and the role you want them on. Both ladders use the same four names, so say which company you mean — “admin” alone doesn’t say whether you’re talking about a company or an investment firm.
Roles govern what someone can do inside your company. They are unrelated to what an investor can see of you, which is decided per investor by approving data access and by what you choose to put in each report.